Artemis Global Energy Fund I Acc

Artemis Global Energy Fund I Acc
Artemis Fund Managers Limited
Unit Trust
0.95 %
Risk Rating
3 Year Sharpe
3 Year Alpha
1.3 %
The objective of the Fund is to achieve long term capital growth primarily from a portfolio of companies engaged in the oil and gas sector, energy generation and transmission. Additionally, the Fund may invest in companies seeking to develop and exploit new energy technologies, and companies that service the energy sector. The Manager actively manages the portfolio in order to achieve the objective with exposures to company shares, fixed interest securities and derivative instruments as appropriate. The Manager will not be restricted in respect of choice of investments by company size, or in terms of the geographical split of the portfolio. At times, the Fund may have a relatively concentrated portfolio.
Holding %
BP PLC 4.68 %
Royal Dutch Shell PLC B 4.39 %
ConocoPhillips 3.85 %
Repsol SA 3.85 %
Total SA 3.82 %
Hurricane Energy PLC 3.81 %
PJSC Lukoil ADR 3.79 %
Inpex Corp 3.79 %
Eco (Atlantic) Oil & Gas Ltd 3.55 %
Encana Corp 3.47 %
Region %
United States 33.35 %
Canada 18.70 %
United Kingdom 13.91 %
Eurozone 12.85 %
Asia - Emerging 5.79 %
Sector %
Energy 97.62 %
Artemis Fund Managers Limited
SW1A 1LD, London, United Kingdom
Legal Structure
Unit Trust


Richard Hulf
Joined 06/01/2011

Richard manages the Artemis Global Energy Fund alongside John Dodd. With an MSc in petroleum engineering from Imperial College, he worked for Exxon and Enterprise Oil, then in 1997 became an oil analyst at Henderson Crosthwaite. He went on to Ernst & Young to work in energy corporate finance, before a period at the specialist investment bank Simmons & Co. Then Richard set up Hulf Hamilton, an independent oil & gas consultancy which provided research to Artemis and others. He joined Artemis in June 2011.

John Dodd
Joined 04/21/2011

John co-manages the Artemis Global Energy Fund and Artemis Alpha Trust plc. A co-founder of the firm in 1997, he is chairman of the partnership's management committee. Previously, John was senior investment manager of UK smaller companies at Ivory & Sime. He ran the Artemis UK Smaller Companies Fund from its launch in April 1998 until December 2010.

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